Evermay Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 746 shares of IWO stock, worth $220,569. This represents 0.03% of its overall portfolio holdings.

Number of Shares
746
Previous 746 -0.0%
Holding current value
$220,569
Previous $211,000 1.42%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$204.07 - $257.57 $11,836 - $14,939
-58 Reduced 7.21%
746 $188,000
Q1 2023

May 15, 2023
BUY
$212.51 - $245.01 $12,325 - $14,210
58 Added 7.77%
804 $182,000
Q4 2022

Jan 19, 2023
SELL
$205.84 - $231.03 $1,440 - $1,617
-7 Reduced 0.93%
746 $0
Q1 2022

May 16, 2022
BUY
$234.1 - $296.68 $176,277 - $223,400
753 New
753 $193,000

Others Institutions Holding IWO

# of Institutions
1,149
Shares Held
34.4M
Call Options Held
195K
Put Options Held
64.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email